Sustainability & Risk / Compliance / Getting Started
Getting Started: Using Notification Templates
To automate email communication to stakeholders when an event reaches a critical date or status, you can define notification templates and assign them to compliance programs, requirements, contracts, contract terms, or events. Using notification templates is optional, but enhances your ability to identify events that are putting you at risk for noncompliance, and to communicate this information to the appropriate stakeholders.
| Role/Tasks | Task Description | Learn More / How To |
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| Business Process Owner | ||
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Optionally, define notification categories to organize your notification templates. | |
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Define the subject lines and body text for the notification email messages. | |
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Define the message, recipients, and triggering conditions for the notification to be sent. | |
| Compliance Program Manager | ||
Manage Compliance Programs (Notification Templates tab) Manage Compliance Requirements (Notification Templates tab) |
Adding New Notification Templates Viewing the Universal Templates Assigning or Unassigning Existing Notifications for a Compliance Program or Requirement |
Assigning Notification Templates for Compliance: Overview |
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Add new notification templates Review all compliance programs and requirements assigned to a template Assign or Unassign Notification Templates to multiple Compliance Programs or Requirements |
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Add or remove notifications for any event | Adding and Removing Notifications for Events |
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Associate existing notifications with active events (that is, events that are Scheduled, In Progress, In Process - on Hold.) View template and event details. |
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| Operational Reports | ||
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Review details for all notification templates and their assignments from one view. |
Operational Reports - Overview |
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Review all events that have a notification associated with them in a central location, and review details for a selected notification and event. For example, you can review the Date Sent for a notification, the Dates Completed for an event, and the triggering conditions for the notification template. |